Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 4,160 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $537 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
1,551
shares
|
$1.05 Million
0.73% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
1,541
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,540
shares
|
$1.04 Million
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
1,537
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
1,535
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2025
Added 56.47%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
1,532
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,532
shares
|
$1.03 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,531
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
1,527
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
1,525
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
1,525
shares
|
$1.03 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,524
shares
|
$1.03 Million
0.83% of portfolio
|
Q2 2025
Reduced 20.79%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
1,521
shares
|
$1.03 Million
1.13% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
1,520
shares
|
$1.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,520
shares
|
$1.03 Million
0.55% of portfolio
|
Q1 2025
Reduced 34.4%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
1,518
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,517
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2025
Added 22.44%
|
|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
1,516
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
1,516
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,509
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,505
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2025
Reduced 24.67%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
1,502
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
1,502
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2025
Added 30.38%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,501
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
1,501
shares
|
$1.01 Million
0.54% of portfolio
|
Q3 2025
Added 5.04%
|
|